+47.5%
UNP vs VO
+60.6%
-13.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.5% |
| 7D | -4.6% | -2.6% | -2.0% | -2.6% |
| 30D | +5.6% | -0.9% | +6.6% | +6.4% |
| 3M | -1.3% | -3.0% | +1.7% | +1.0% |
| 6M | +9.2% | +2.2% | +7.0% | +7.0% |
| YTD | +27.3% | +10.6% | +16.8% | +16.9% |
| 1Y | +35.9% | +12.5% | +23.4% | +22.9% |
| All | +47.5% | +60.6% | -13.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling